Alison Kirk
St. Augustine,FL
Summary
Detail-oriented financial analyst with of experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills. Data-driven with 7 years of experience designing and developing reports. Proficient in generating and customizing reports with varying complexity. Expertly collects, organizes, analyzes and disseminates significant amounts of information with attention to detail and accuracy.
Overview
12
12
years of professional experience
Work History
Investment Operations Analyst
Nuclear Electric Insurance Company
03.2022 - 05.2023
- Financial Reporting: Prepared daily monitoring performance reports for 32 portfolios. Created and maintained precise and accurate models, charts and reports for quarter for executives.
- Operation Activities: Execute capital calls and distributions while maintaining proper cash flow and portfolio allocation. Reviewed monthly account reconciliations promptly, identifying discrepancies and initiating corrective actions when necessary.
- Research: Research and resolution of open items within department. Analyzed complex issues that impacted performance matters. Monitored market trends and news to identify emerging opportunities.
- Cross-Functional Collaboration: Primary point of contact for internal/external partners. Lead project manager, met strict deadlines, delivering high-quality reports under tight time constraints.
- Process Improvement: Develop and implement KPIs. Streamline and automate redundant/manual work while identifying opportunities for operational improvements. Participated in development and acceptance testing of new systems and reports.
Fund Reporting Specialist
DWS Asset Management
09.2017 - 03.2022
- Financial Modeling: Analyzed economic impact and created interactive forecasting models with breakeven analysis for new/existing contracts and product events. Managed a portfolio of recurring reports, providing consistent and reliable updates to key decision-makers within the organization.
- Quarterly Reports: Prepare annual performance reports for The Board of Directors in accordance with 15c process covering 76 different mutual funds and 7 asset classes. Enhanced reporting accuracy by streamlining data collection processes and implementing quality control measures.
- Board Presentations: Prepare PowerPoints and present analytical findings to The Board of Directors during quarterly meetings. Customized report based on feedback, enhancing clarity and effectiveness of communication.
- Resident Expert: Build pro-forma and summarized reports for ad hoc projects with strategic proposal leveraging advanced Excel functions and formulas to manipulate large data sets, improving overall reporting speed and efficiency. Reduced manual intervention in report generation by creating macros that automated common procedures.
- Financial Statements: Supported accounting team with financial statements and FP&A reports at month-end and quarterly Board meetings. Participate in audits and industry surveys.
Investment Advisor
Fidelity Investments
08.2016 - 09.2017
- Client Recommendations: Analyzed client's needs and presented appropriate investment solutions. Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
- Market Research: Utilized market and financial data to support recommended investments
- Trades: Placed complex trades while following required compliance guidelines. Managed risk by diversifying investments across various sectors and asset classes.
Leading Supervisor
United States Navy
03.2011 - 03.2016
- Leadership: Maintained daily shop workflow and assisted in the evaluation of 85 personnel
- Process Improvement: Streamlined program processes to cut down on unnecessary work
- Quality Assurance: Ensured quality assurance of outgoing assets with zero rework. Reduced errors by providing thorough training to staff members.
Education
MBA - Executive MBA
Jacksonville University
Jacksonville, FL2024
Bachelors - Finance
DeVry University
Chicago, IL2018
Skills
- Professional /Technical Skills
- Market Research
- Data Visualization
- Proficient Excel
- Data Interpretation
- Presentations
- Operational Efficiency
- Investment Strategies
- Financial Analysis
- Economic Forecasting
- Project Management
- Statistical Analysis
- Financial Reporting
Timeline
Investment Operations Analyst
Nuclear Electric Insurance Company
03.2022 - 05.2023
Fund Reporting Specialist
DWS Asset Management
09.2017 - 03.2022
Investment Advisor
Fidelity Investments
08.2016 - 09.2017
Leading Supervisor
United States Navy
03.2011 - 03.2016
MBA - Executive MBA
Jacksonville University
Bachelors - Finance
DeVry University
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